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U.S. Private Bank - Private Banker - Vice President

Full-time 3 views

In-House

Irvine, CA, United States

U.S. Private Bank - Private Banker - Vice President

Attorney

Min 6 yrs required

Full-time

No

Salary Information



Base pay/salary for the Private Banker position in Irvine, CA ranges from $170,000 to $225,000 annually.
Additional bonuses, commissions, and benefits may also be included in the compensation package.
The final salary for this position will depend on the candidate's qualifications, experience, and performance.



Experience Information



The ideal candidate for this position should have at least six years of experience in Private Banking or Financial Services.
A background in investments, wealth planning, credit, and banking is preferred.
Candidates with an MBA, JD, CFA, or CFP certification are also preferred.
Strong sales skills and business acumen are essential for this role.
An established network and strong community presence are also desired.



Job Title: Private Banker - Vice President
Department: . Private Bank
Company: . Morgan
Location: Irvine, CA, United States

H1: Join Our Team as a Private Banker - Vice President at . Morgan in Irvine, CA
H2: Build, Preserve, and Manage Wealth for Clients in the . Private Bank

. Morgan is seeking a highly motivated Private Banker - Vice President to join our team in Irvine, CA. As a member of the . Private Bank, you will have the opportunity to work with a team of talented colleagues and use your knowledge of investments, financial planning, credit, and banking to advise clients on achieving their desired goals. With a strong focus on providing exceptional client experiences, this role offers the chance to take your career to the next level.

Bullet Points:

- Private Banker - Vice President position at . Morgan in Irvine, CA
- Responsible for advising families on building, preserving, and managing their wealth
- Opportunity to work with a team of talented colleagues and access institutional resources and specialists
- Six plus years of experience in Private Banking or Financial Services required
- Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
- Strong sales skills and business acumen essential for this role
- Base pay/salary ranges from $170,000 to $225,000 annually, with potential for additional bonuses and benefits
- Ideal candidate should have an established network and strong community presence.

Legal

Jul 15, 2024
Apr 01, 2024
Mar 18, 2024

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Job Feedback

In-House

Attorney

Min 6 yrs required

Full-time

Legal

Apr 01, 2024

Jul 15, 2024

Apr 01, 2024

Profile

Salary Information



Base pay/salary for the Private Banker position in Irvine, CA ranges from $170,000 to $225,000 annually.
Additional bonuses, commissions, and benefits may also be included in the compensation package.
The final salary for this position will depend on the candidate's qualifications, experience, and performance.



Experience Information



The ideal candidate for this position should have at least six years of experience in Private Banking or Financial Services.
A background in investments, wealth planning, credit, and banking is preferred.
Candidates with an MBA, JD, CFA, or CFP certification are also preferred.
Strong sales skills and business acumen are essential for this role.
An established network and strong community presence are also desired.



Job Title: Private Banker - Vice President
Department: . Private Bank
Company: . Morgan
Location: Irvine, CA, United States

H1: Join Our Team as a Private Banker - Vice President at . Morgan in Irvine, CA
H2: Build, Preserve, and Manage Wealth for Clients in the . Private Bank

. Morgan is seeking a highly motivated Private Banker - Vice President to join our team in Irvine, CA. As a member of the . Private Bank, you will have the opportunity to work with a team of talented colleagues and use your knowledge of investments, financial planning, credit, and banking to advise clients on achieving their desired goals. With a strong focus on providing exceptional client experiences, this role offers the chance to take your career to the next level.

Bullet Points:

- Private Banker - Vice President position at . Morgan in Irvine, CA
- Responsible for advising families on building, preserving, and managing their wealth
- Opportunity to work with a team of talented colleagues and access institutional resources and specialists
- Six plus years of experience in Private Banking or Financial Services required
- Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
- Strong sales skills and business acumen essential for this role
- Base pay/salary ranges from $170,000 to $225,000 annually, with potential for additional bonuses and benefits
- Ideal candidate should have an established network and strong community presence.

Company info
Apply for this Attorney job

Upload Resume:

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